Klingman & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$412,730
-5.2%
13,4350.0%0.03%
-5.7%
Q2 2023$435,352
+4.4%
13,4350.0%0.04%
-2.8%
Q1 2023$417,029
+3.4%
13,4350.0%0.04%
+2.9%
Q4 2022$403,482
+0.6%
13,4350.0%0.04%
-10.3%
Q3 2022$401,000
-6.5%
13,4350.0%0.04%
-7.1%
Q2 2022$429,000
-16.9%
13,435
-8.5%
0.04%
-4.5%
Q1 2022$516,000
+1.8%
14,6850.0%0.04%0.0%
Q4 2021$507,000
+6.1%
14,6850.0%0.04%
-2.2%
Q3 2021$478,000
+2.6%
14,6850.0%0.04%0.0%
Q2 2021$466,000
-5.5%
14,685
-10.0%
0.04%
-11.8%
Q1 2021$493,00016,3160.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,450$12,5855.58%
Global Wealth Strategies & Associates 156,761$4,865,8552.51%
Stratos Investment Management, LLC 236,372$7,337,0141.23%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.58%
Opes Wealth Management LLC 52,605$1,632,8620.53%
Atlantic Private Wealth, LLC 9,908$307,5440.32%
Truadvice, LLC 9,780$306,8710.12%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,746$54,1890.09%
AE Wealth Management LLC 364,177$11,304,0480.07%
Private Capital Management, LLC 17,381$539,5160.06%
View complete list of WISDOMTREE TR shareholders